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Meridian Investment Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,430,514
Clients
9
78% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$1,158,946
About
Meridian Investment Management, Inc. provides discretionary and non-discretionary investment advice and portfolio management for individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, qualified plans, and corporate entities, advising on stocks, bonds, mutual funds and other investments. The firm bills on a percentage-of-assets contract basis and may manage accounts with trading discretion or as advisory-only relationships.
The firm’s investment process centers on fundamental analysis and blends Growth at a Reasonable Price (GARP) and Deep Value approaches, with technical timing tools and a proprietary model used to adjust cash levels as market conditions change. Meridian offers three account styles—Capital Appreciation, Growth & Income, and Income—defines risk primarily as long-term permanent loss, and typically pursues multi-year holding horizons with regular reporting and reviews.
Meridian is notable for the firm’s emphasis on accounting and credentialing: its advisory standard requires an MBA and/or CFA (or equivalent experience) and the brochure discloses that the firm’s lead advisor holds both a CFA charter and a CPA credential with prior audit experience, which informs analysis of financial statements and tax considerations. The firm also documents the option to negotiate performance-based fee arrangements (none currently in place), groups immediate-family accounts for fee calculations, and conducts portfolio reviews on a weekly basis by the firm’s president.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001+: Negotiable
Performance-based fee arrangements may be negotiated on a client-by-client basis in lieu of the standard fee schedule, based on a percentage of excess gains or avoided losses compared to a benchmark.
Account minimum: No specific minimum investment amount stated; however, there is a minimum annual fee of $2,500 typically required, negotiable temporarily for new accounts under $250,000. Minimum fee: Minimum annual fee of $2,500 (negotiable temporarily for new accounts under $250,000)
Main office location
Meridian Investment Management, Inc.
Katy TX, United States
Number of offices
1
Most active in
Meridian Investment Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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